See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $518,855 | $171,865+201.9% | $149,718+246.6% | $147,584+251.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.67% | 2113.22%-2097.5pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $5,014 | $6,275-20.1% | $5,445-7.9% | $4,876+2.8% |
| Participant deferral / active EE | $18,697 | $7,271+157.1% | $6,569+184.6% | $5,439+243.8% |
| Admin fee / account holder | $14 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |